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OCTOBER 2, 2017 • HARTFORD BUSINESS JOURNAL | 79 Retrospectives Customized Portfolio Management YHB Investment Advisors, Inc. Address: 29 South Main Street, Suite 306, West Hartford, CT 06107 Phone: 860-561-7050 Web: www.yhbia.com President: Paul Martel CEO: Mark W. Everette, CFA In 1989, Paul Martel formed YHB Investment Advisors. For more than a quarter century, the firm has embraced a tradition of excellence in client service, rooted in years of employee dedication. YHB Investment Advisors aims to provide research-driven investment management, sound, objective advice and personalized service to its clients. "We build long-term relationships with our clients, based on mutual respect, trust, integrity and caring," Martel said. "We always put our clients' interests first and adhere to the highest ethical and fiduciary standards." YHB's dedicated staff of 24 possesses a wide breadth of experience that lends insight and rigor to the investment and decision-making process. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients' other trusted advisors, such as accountants, attorneys, trustees and executors, and often guide clients on retirement or estate planning, saving for college or elder care, or insurance policy or will review. Additionally, YHB facilitates the philanthropic interests of its clients, enabling them to establish and maintain control over their own donor advised funds. "We believe teamwork leads to better ideas and results. Our experienced portfolio managers and support staff work together with the goal of providing excellent investment advice along with personalized service. The custody and safekeeping of our clients' assets is an important component of our work," - YHBIA CEO Mark W. Everette, CFA. Custody and trading are executed primarily through Pershing LLC, a division of the Bank of New York Mellon, or Charles Schwab & Co., Inc. In March 2014, the company reached an important milestone with combined assets under management and advisement, topping the $1-billion mark. On January 2, 2015, YHB had the honor of ringing the closing bell at the New York Stock Exchange, capping its proud 25-year history of growth through client service. YHB currently has more than 700 clients in about 40 different states and over $1.2 billion in assets under management. Focused on giving Throughout the year, employees donate personal time, effort and money to support the initiatives of many charitable causes and organizations. Employees at YHB Investment Advisors believe that "Together We Make a Difference," the slogan for The Town That Cares, a special fund that assists low-income residents in West Hartford. Additionally, the firm contributes a portion of its annual profits to a donor-advised fund where employees recommend donations quarterly to charities of their choice. Recently, Martel, YHB's president, was named one of three national finalists for the Global Community Impact Award as part of the eleventh annual Invest in Others Awards, which recognizes the charitable work of financial advisors and financial services firms in communities across the country and around the world. In 2007, Martel opened a non-profit clinic to provide free medical care for children. It now occupies its own two-story building in Ecuador with a fully accredited surgical wing containing two operating rooms, three patient rooms, a nursery and a fully equipped eye clinic. Moving forward, Martel pledges that YHB will continue to provide "the breadth of experience of a large firm, yet be small enough to give customized attention and service to our clients."